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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-21 |
Branch Locations
4315 Flagstaff Cove, Fort Wayne, IN 46815 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Fort Wayne | IN | 08/2015 | 05/2020 |
| Profed Federal Credit Union | Fort Wayne | IN | 05/2017 | 08/2017 |
| Profed Federal Credit Union | Fort Wayne | IN | 08/2018 | 02/2020 |
| Profed Federal Credit Union | Fort Wayne | IN | 03/2020 | 03/2023 |
| Profed Financial Advisors Llc | Fort Wayne | IN | 04/2023 | Present |
| Student | Fort Wayne | IN | 09/2017 | 07/2018 |
| Student | Fort Wayne | IN | 08/2016 | 05/2017 |
| United Planners Financial Services Of America, Lp | Scottsdale | AZ | 03/2024 | Present |
1.) PROFED FINANCIAL ADVISORS - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - FORT WAYNE, IN - SINCE 04/2023 - INVESTMENT RELATED 2.) PROFED FINANCIAL ADVISORS LLC - ASSOCIATE - REGISTERED INVESTMENT ADVISOR - FORT WAYNE, IN - SINCE 04/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-21 |
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